how to collapse gantt view automaticaly in projects?
Hi guys, in gantt view projects are always unfold into all subtasks (see screeshot). Is there any way to automaticaly collaps all milestonesTask for multiple external users
Hi all, I’ve just started using Zoho and need some help please. I want to create a project to manage some training. Each project has multiple tasks which are carried out by external users (10 tasks in total, one per external user). What’s the best wayHow to create a Zoho project with same Start Date and End Date
While trying to create a project in Zoho Projects portal through api call with same start date and end date, the project creation failed with the message "End date cannot be greater than Start date"; which is also weird, since both Start Date and EndCan't see team folder to associate with project
Hello, I want to associate a folder in WorkDrive Team Folders (a subfolder in fact) with a project, but when I click on associate workdrive folder, I don't see anything at all. I've tried the following: I followed the workdrive integration article, butChange Task Owner (Bulk)
Hi, A user has left the company and we have approx. 1000 tasks spread across 100's of projects. How can we bulk reassign everything that is open for the inactive user to a valid active user? Is there a workflow/rule like 'where task owner is xxx and statusProject "COMPLETED ON"
Once a project has been Archived, the field "COMPLETED ON" is automatically set. In the event the project is moved back to the Active project list, the "COMPLETED ON" field remains set and cannot be cleared. Any suggestion as to how to go about it?Client Users can see posts in Feed from other Projects
Hello, I have been made aware of a recent issue where my Client Users are able to see posts on the Feed tab from Projects they have no access too. We use Zoho Projects for many Customer facing projects across our customer base and add Client users specificallyHow can I add Material cost to a project?
Hello, We use Zoho project to manage scheduled work. This consists in labour tasks and matrials cost. How can I add the material budget, then teh cost to the project? Thanks BarbaraIntegration between Zoho Creator & Zoho Projects?
Hie , Integration between Zoho Creator & Zoho Projects? Is that possible if yes then How??Notification filters are now supported in the latest version of the Zoho Projects iOS mobile app.
Hello All, In the latest version of the Zoho Projects iOS mobile app (v3.6.5), we have brought in support for notification filters. Now you can view the All/ Unread/ Flagged/ @mention notifications in separate tabs. Also, you will now be able to markTrack task progress when task is assigned to multiple users
Hello, sometimes we need to assign the same task to all users in the organization (i.e.: when the task is "Send your ID document scan to the HR Manager"). I see a task can be assigned to more than one user. Problem is: if a user set the task as "Completed",Invalid Ticket issue in Project API
I am getting error of invalid ticket for all token. URL https://projectsapi.zoho.com/restapi/portal/evincetest/projects/?authtoken=1000.152c87e89e86900a6bbc346e7c8b2de8.b44b90746c3483898cfee6076e449eb7 "error": { "code": 6890, "message": "Invalid Ticket" }Zoho Projects > Workdrive Integration - Where can you find your files in Workdrive?
Following the instructions here: https://help.zoho.com/portal/en/kb/projects/integration/zoho-apps/articles/zoho-workdrive-integration#Benefits Put a file in the Documents section of a Project. Then Trying to navigate to the Team Folder in WorkDrive andZoho Bigin + Zoho Projects integration
Has anyone successfully integrated Zoho Bigin + Zoho Projects to any level? We know we cannot see Zoho Projects in Bigin, but once a Deal is moved to the Stage "Closed Won", we'd like to send the information to Zoho Projects, so we can start working onSaving Custom Bug List Views
I'd like to create my own view of bugs/issues when viewing across all projects. For instance I want to only see Issues with a certain status and certain fields. I see that I can create a Custom List within a single project but I can't find a way to doProject template
Hi I created a project template with all milestones, tasks and tasklists. When I create a new project using this template, the dates are not automatically updated.Project Template : Schedule, Gant, Start date
Hi I created a project template with all the tasks, milestones and tasklists. When creating a new project from this template, the dates are not automatically update for my project. All tasks are as "unscheduled tasks". Only dates for milestones are indicated.Increase the frequency of calendar sync
Its great that we can subscribe to our project calendar via gCal or iCal links, but it only refreshes/syncs down every 6-7 hours. I would prefer it to be instantly, but i understand that might be tough. Would it be possible to increase the sync to hourly at least? 6-7 hours is a long time to wait for our iphone calendars to refresh.Parallel Transitions in Zoho Projects
In a Blueprint, a transition refers to the link between two statuses. Often, tasks require inputs from multiple teams or people before they are completed or moved to the next stage. In Zoho Projects, a user can execute two or more transitions in parallel.Zoho Project - How to modify/delete Log Hours after Approval ?
Hi In Zoho Project, how to modify/delete Log Hours after his Approval? I'm not able to proceed at all . It's like I'm forced to delete the Task and create Task and log hours... Sounds strange, no?Exclude weekends from task dates
How can you exclude weekends from task dates? So that, for example, a 10 day task is allocated only to weekdays, and the gantt chart shows weekends blank.Task duration in hours with start date and end date
Hi, Each of our tasks have a number of hours that the employee has to respect. But most of the tasks needs more days than what the system calculates. Is there a way to override the dates? Let's say our project manager sends a design to be approved by the client. We create a task for 15 minutes but we give 3 days for the client to get back to us so the task should be 3 days with a duration of 15 minutes. Another scenario is if I have a task of 40 hours for a programmer and I want to give her/himTip 42: Create multiple layouts for projects
Every project you create has a unique strategy, goals, and functional requirements. To keep your projects on track, it is important to plan your project by defining the scope and requirements, specifying the deliverables, and setting deadlines. In order to do so, project layouts are extremely helpful in establishing your project plans and in capturing specific project details. With Zoho Projects, you can create multiple layouts to capture the unique details of every project. You can create projectAutomatically Create Subtasks
We use Zoho Projects in our content marketing efforts. We have Blog Post tasks and under them, we create associated social media post and email newsletter subtasks. Instead of having to create these manually, can I use an automation function to createUse more Task Layout is the same project
In the same project there are many type of works. Each one requires different fields, status or values in a drop down menu. Having the ability to choose the Task Layout for each task would be ideal. In this way in the same project there is the ability to have different kind of tasks, each one with the proper fields. Please consider this functionality Regards, DamianoOffline Usage
Do you have plans to explore options to use Zoho Project offline. I love it, but it presents issues that I cannot take my tasks with me when I am not connected to the internet on the road. I understand having all the documents and such available might not be possbile, but surely the tasks and milestones could be. I am thinking something with Google Gears. Please let me know. David Sarnowskiwrapping text in reports
It's Much better to wrap task lines in reports like resource utilization and Gantt Chart when the task text is longer than the allotted space for this field in the reportBlockading Timesheet if status is not equal to "In progress"
Hello, I've been figuring out a way to force my coworkers to change the task status when writing time. Most of my coworkers don't even look at the status and let it sit on "Open" If possible i would like to know or create a way to force a task go to "inResource Allocation Planning
Hi Zoho team, Is there a way of planning future allocation for resources? i.e. I want to "book" my engineers availability for a future project that doesn't even exist as a project. RegardsNumerous Sync Issues Between Zoho Projects and Zoho Books - no response from support
There are numerous projects that are giving errors in the Zoho Books integration with Zoho Projects. Below is a screenshot showing projects that do not exist (they are not archived, not in trash nor are they active). How do I find/delete these projects?Filter Tasklist vs Task vs Subtasks in Dashboard Report
Hello, In project Dashboard/Report, it doesn't show Tasklists, Tasks and Subtasks seperately. In Widgets, it says Task Status, but the values are included of Tasklists, Tasks and Subtasks. For example: If I have 2 tasklists, 10 tasks and 100 subtasksFilter Tasklist vs Task vs Subtasks in Dashboard Report
Hello, In project Dashboard/Report, it doesn't show Tasklists, Tasks and Subtasks seperately. In Widgets, it says Task Status, but the values are included of Tasklists, Tasks and Subtasks. For example: If I have2 Phases 4 tasklists, 10 tasks and 100 subtasksRecurring Projects
I'm wondering if Zoho has the ability to automatically create recurring projects. For a monthly service with several milestones and tasks, for example, can the system automatically create the next months project once one is complete or once the new month begins? I've been searching forever trying to find a solution for this with no luck. Would love any help or suggestions!Problem to copy/paste text in task and issue comment (Zoho Project)
Hi, We can no longer copy / paste text in the comments of a task or issue. Yesterday it worked very well. We tried with another browser (Chrome 80 and Firefox 73) and the problem persists. An update has taken place? Regards, MarjorieZoho Projects Track Budget Picklist
I would like to track my project budget based on somethin other than hours. We do not track hours or bill for hours. Instead, we pay fixed amounts to our outside vendors and other third parties to make the project happen. Is this possible in Zoho Projects?Change work hours per day for employees
Hello, Is there a way to modify the work hours per day for employees in Zoho projects? This would be helpful for resource allocation to more accurately see when an employee who works 35 hours a week vs 40 hours has a full schedule. Thanks.Nueva en Zoho CRM - Books - Projects
Hola a todos/as! Hace muy poco que estamos implantando Zoho en una empresa que se dedica al asesoramiento fiscal, laboral, jurídico, etc. y me gustaría recibir algunos consejos de personas que se dediquen a una actividad similar. Respecto a Zoho Projects,Tip 36: Budget in Zoho Projects
Are costs escalating? Not sure where your money goes? Project Budget puts you in control... It is now easy to identify the tasks/bugs which exceed the planned cost of the project. Planned cost is the product of work hours and rate per hour (rate specified while creating the project budget). Cost variance is the difference between actual and planned cost. If you are in green then the overall cost is within the budget, red means that the actual cost exceeds the planned cost. If you are in red, jugglehow to customize priority and status pick lists for tasks
is it possible to customize the priority and status pick lists for tasks in Zoho Projects?Project Invoicing Follow-up
Hi, I am new to Zoho and I am using Zoho One to handle almost everything in my company. There is something I did not manage to do on my project yet. I have a lot of Fixed price project where the invoice date is linked to the closure of some tasks or to milestones. Usually we invoiced a percentage when the milestones is achieved. Is it possible (now or in the future), to declare as "to be invoiced" the price associated to the milestones that has been reached ? The aim is to be able to have a reportNext Page
Announcements
Notification filters are now supported in the latest version of the Zoho Projects iOS mobile app.
Hello All, In the latest version of the Zoho Projects iOS mobile app (v3.6.5), we have brought in support for notification filters. Now you can view the All/ Unread/ Flagged/ @mention notifications in separate tabs. Also, you will now be able to markParallel Transitions in Zoho Projects
In a Blueprint, a transition refers to the link between two statuses. Often, tasks require inputs from multiple teams or people before they are completed or moved to the next stage. In Zoho Projects, a user can execute two or more transitions in parallel.Tip 42: Create multiple layouts for projects
Every project you create has a unique strategy, goals, and functional requirements. To keep your projects on track, it is important to plan your project by defining the scope and requirements, specifying the deliverables, and setting deadlines. In order to do so, project layouts are extremely helpful in establishing your project plans and in capturing specific project details. With Zoho Projects, you can create multiple layouts to capture the unique details of every project. You can create projectTip 36: Budget in Zoho Projects
Are costs escalating? Not sure where your money goes? Project Budget puts you in control... It is now easy to identify the tasks/bugs which exceed the planned cost of the project. Planned cost is the product of work hours and rate per hour (rate specified while creating the project budget). Cost variance is the difference between actual and planned cost. If you are in green then the overall cost is within the budget, red means that the actual cost exceeds the planned cost. If you are in red, juggleEnable Timesheet for Client Users
In Zoho Projects, the client users can log work hours in timesheets and track the time spent on tasks and issues. This permission can be enabled only by the portal owner or the admin. For instance, If the administrator wants a client user to add the time
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Track task progress when task is assigned to multiple users
Hello, sometimes we need to assign the same task to all users in the organization (i.e.: when the task is "Send your ID document scan to the HR Manager"). I see a task can be assigned to more than one user. Problem is: if a user set the task as "Completed",Task for multiple external users
Hi all, I’ve just started using Zoho and need some help please. I want to create a project to manage some training. Each project has multiple tasks which are carried out by external users (10 tasks in total, one per external user). What’s the best wayFilter Tasklist vs Task vs Subtasks in Dashboard Report
Hello, In project Dashboard/Report, it doesn't show Tasklists, Tasks and Subtasks seperately. In Widgets, it says Task Status, but the values are included of Tasklists, Tasks and Subtasks. For example: If I have2 Phases 4 tasklists, 10 tasks and 100 subtasksFilter Tasklist vs Task vs Subtasks in Dashboard Report
Hello, In project Dashboard/Report, it doesn't show Tasklists, Tasks and Subtasks seperately. In Widgets, it says Task Status, but the values are included of Tasklists, Tasks and Subtasks. For example: If I have 2 tasklists, 10 tasks and 100 subtaskswrapping text in reports
It's Much better to wrap task lines in reports like resource utilization and Gantt Chart when the task text is longer than the allotted space for this field in the report
Sticky Posts
Parallel Transitions in Zoho Projects
In a Blueprint, a transition refers to the link between two statuses. Often, tasks require inputs from multiple teams or people before they are completed or moved to the next stage. In Zoho Projects, a user can execute two or more transitions in parallel.Tip 42: Create multiple layouts for projects
Every project you create has a unique strategy, goals, and functional requirements. To keep your projects on track, it is important to plan your project by defining the scope and requirements, specifying the deliverables, and setting deadlines. In order to do so, project layouts are extremely helpful in establishing your project plans and in capturing specific project details. With Zoho Projects, you can create multiple layouts to capture the unique details of every project. You can create projectZoho Projects User Group Meet-Up in your city!
We are excited to announce the User Community initiative to engage with you all in person and take you through Zoho Projects. In this meet-up, our team will help you understand task management, task automation and features in Zoho Projects. CollaborateZoho Projects - Year End Review 2022
Hello everyone, As the year comes to a close, we would like to thank everyone who has been a part of the Zoho Projects journey. The past year was devoted to improving the product, enhancing user experience, and providing tools to boost productivity. Here'sEmbedding Zoho Analytics Dashboard in Zoho Projects
Web Tabs are browser tabs that can be accessed within Zoho Projects. You can associate a web tab to specific projects and user profiles. By doing so, only the users of that particular project will be able to access the web tab. To create a Web Tab, you
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